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Building 2LAGODA INVESTMENT MANAGEMENT, L.P.

Map pinNEW YORK, NY
Phone212-309-7660
NotebookSEC #801-79596
Total AUM
$312.6M
Employees
4
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 COLUMBUS CIRCLE
FLOOR 15
NEW YORK
NY 10019
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
212-309-7660

ReceiptFinancials

Total AUM
$312.6M
Accounts
49
Discretionary
$312.6M
Accounts
49
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$15.7M
HNW Individual Clients
30
AUM
$192.9M
Charitable Organization Clients
1
AUM
$104M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMANYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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